Institutional Ownership Invesco ETF Tr Ii N Y Amt Fre (PZT)
This table provides information about the institutional ownership of Invesco ETF Tr Ii N Y Amt Fre (PZT). We have compiled data on the 43 institutions that hold shares in the stock, with a total of 2.54 Million shares, which have been reported (via 13F filing form) to have a value of $57.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
600,014
shares
|
$13.6 Million
0.02% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
329,912
shares
|
$7.5 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
228,488
shares
|
$5.19 Million
0.0% of portfolio
|
Q3 2024
Added 31.48%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
189,498
shares
|
$4.31 Million
2.16% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
170,274
shares
|
$3.87 Million
0.0% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
150,262
shares
|
$3.42 Million
0.16% of portfolio
|
Q4 2024
Added 26.23%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
126,154
shares
|
$2.87 Million
1.53% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
103,731
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
85,500
shares
|
$1.94 Million
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
81,106
shares
|
$1.84 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
39,828
shares
|
$905,290
0.0% of portfolio
|
Q3 2024
Added 13.98%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
36,400
shares
|
$827,372
0.0% of portfolio
|
Q3 2024
Added 29.73%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
35,252
shares
|
$801,277
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
29,746
shares
|
$676,126
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Nov 20, 2024 Q3 2024 |
29,534
shares
|
$671,307
0.45% of portfolio
|
Q1 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
29,438
shares
|
$669,125
0.0% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
29,390
shares
|
$668,034
0.57% of portfolio
|
Q1 2024
Added 2.87%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
27,262
shares
|
$619,665
0.0% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
21,250
shares
|
$483,012
0.13% of portfolio
|
Q3 2024
Added 30.77%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
20,760
shares
|
$471,874
0.24% of portfolio
|
Q4 2024
Added 26.76%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
20,108
shares
|
$457,054
0.0% of portfolio
|
Q3 2024
Added 47.58%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
15,508
shares
|
$352,496
0.0% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
13,941
shares
|
$316,878
0.0% of portfolio
|
Q3 2024
Added 58.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,000
shares
|
$295,490
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
12,816
shares
|
$291,307
0.0% of portfolio
|
Q1 2024
Added 9.19%
|